本期信息
2026年上半年，水发兴业能源实现营收约15.09亿元，同比下降10.5%。经调整净利润为364.50万元，由上年同期亏损转为盈利。同期毛利率为23.8%，较上一年同期的21.0%提升2.8个百分点。经营活动所得净现金约2.17亿元，较上年同期增加0.59亿元。管理费用同比小幅下降约0.3%，显示在降本控费方面取得一定成效。
业务分项
• 工程与建筑服务方面，上半年收入约7.77亿元，占总营收的51.5%，同比减少24.7%。其中清洁能源EPC业务坚持“以质量效益为先”，主动收缩低毛利业务，收入虽然有所回落，但毛利率显著提升。幕墙及绿色建築业务收入为2.21亿元，同比增长11.9%，毛利率也得以改善。
• 电力销售业务实现收入约3.53亿元，占总营收的23.4%，同比增长7.3%。期内自持光伏电站发电量同比增长，电力交易策略优化也为营收增长提供支持。
• 产品销售业务收入约3.61亿元，占总营收的24.0%，同比增长18.9%。新材料（包括ITO导电膜与调光膜等）订单量与销售额涨幅明显，产线自动化和技术改造进一步提升生产效率和产品附加值。
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